Stephen Tolbert

Stephen Tolbert has over thirty years of experience in the financial industry. Stephen started their career as a Senior Vice President at Dean Witter Reynolds in 1990, specializing in retirement planning. In 1997, they joined Morgan Stanley as a Senior Vice President and Financial Advisor. In 2009, they moved to UBS as a Senior Vice President in Wealth Management, where they focused on developing long-term relationships with clients and creating tailored financial plans. Currently, Stephen is a Managing Director at US Capital Advisors LLC, a position they assumed in 2022.

Stephen Tolbert attended the Texas McCombs School of Business from 1987 to 1989, where they earned a Bachelor's Degree in Business Administration with a focus on Finance and Marketing. Prior to attending Texas McCombs, Stephen Tolbert also studied at Western Illinois University from 1985 to 1987. Additionally, Stephen Tolbert obtained certifications from FINRA, including the Financial Industry Regulatory Authority - Series 63 and the Financial Industry Regulatory Authority - Series 7 in October 1990.